IUSS Invesco RAFI Strategic US Small Company ETF
What is IUSS?
IUSS tracks an index of small-cap US stocks selected by fundamental and quality metrics and weighted by firm size.
IUSS Factset Analytics Insight
The fund is closing. The last day of trading on an exchange is March 30, 2023. IUSS offers two main distinctions in its exposure to stocks from small US firms. First, it ignores market cap as the primary means of determining whether a company is large or small. Instead, it ranks by fundamental metrics: revenue, operating cash flow, dividends & buybacks, and book value. Second, IUSS screens for quality, using the current levels and historical growth of sales/assets. To be included in the index, stocks must rank in the top 90% by business-size score and, of those 80% with the highest quality score. The objective is to capture high quality, small-cap US stocks. The index is reconstituted annually.
IUSS Summary Data
Peers
Fund Flows
IUSS Portfolio Data
IUSS Index Data
IUSS Portfolio Management
IUSS Tax Exposures
IUSS Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IUSS. IUSS is rated a 5 out of 5.
IUSS Tradability
IUSS Sector/Industry Breakdown
Benchmark
IUSS Top 10 Holdings
IUSS Performance Statistics
IUSS Countries
Benchmark
IUSS Regions
Benchmark
IUSS Economic Development
Benchmark
IUSS Benchmark Comparison Summary
Benchmark
IUSS Benchmark Comparison Market Cap Size
Benchmark
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Data provider:
Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.